Position in OKE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$897,742
-$31,557 QoQ
Shares Held
10,326
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#782
of 1,649 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Perissos Private Wealth Management, LLC holds $1,732,120 across 2 Oil & Gas Midstream names. OKE ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
This page
|
10,326 | $897,742 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
22,698 | $834,378 |
All Filings in OKE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $897,742 | 10,326 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $929,299 | 10,281 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $882,000 | 12,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,051,278 | 14,407 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $996,212 | 12,204 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,204,530 | 12,140 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,217,751 | 12,129 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,091,099 | 11,973 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,019,538 | 12,502 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $996,753 | 12,433 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||